Comment Letter ICI Comment Letter to the OCC on the Proposed Rules Implementing GENIUS Act May 4, 2026
ICI Viewpoints At ICI Summit, Hassett Details New Trump Executive Order Expanding Retirement Saving May 1, 2026
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Comment Letter ICI Comment Letter to the OCC on the Proposed Rules Implementing GENIUS Act May 4, 2026
ICI Viewpoints At ICI Summit, Hassett Details New Trump Executive Order Expanding Retirement Saving May 1, 2026
Image ICI Viewpoints Leadership Summit Highlights Policy Momentum Shaping Asset Management May 7, 2026
Breadcrumb HOME RESEARCH IRAS THE IRA INVESTOR DATABASE™ Research The IRA Investor Database™ Traditional IRA Investors’ Activity Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (pdf) March 31, 2026 Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (xlsx) March 31, 2026 Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (xlsx) March 31, 2026 Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2022 (xlsx) March 31, 2026 Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2022 (xlsx) March 31, 2026 Research The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (pdf) July 1, 2024 Research Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx) July 1, 2024 Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (pdf) March 8, 2024 More on IRA Investor Database Roth IRA Investors’ Activity Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (pdf) March 31, 2026 Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (xlsx) March 31, 2026 Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2022 (xlsx) March 31, 2026 Research The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (pdf) July 1, 2024 Research The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (pdf) July 1, 2024 Research Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx) July 1, 2024 Research Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx) July 1, 2024 Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (pdf) March 8, 2024
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (xlsx) March 31, 2026
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (xlsx) March 31, 2026
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2022 (xlsx) March 31, 2026
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2022 (xlsx) March 31, 2026
Research Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx) July 1, 2024
Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (pdf) March 8, 2024
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (xlsx) March 31, 2026
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2022 (xlsx) March 31, 2026
Research Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx) July 1, 2024
Research Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx) July 1, 2024
Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (pdf) March 8, 2024
